What are Goal Templates?

Admins and Coaches can conveniently create Goal Templates to assign to users at any time. A Goal Template is a pre-saved goal that you can use again and again as a basis for creating a new goal with similar steps. You can use Goal Templates anywhere you can create goals in TORSH Talent. 

You can easily create a goal and use a Goal Template by first clicking the lightning bolt icon on the top navigation bar to create a 'New Quick Goal.'

You can also create a new goal for yourself or others in Coaching Corner and then selecting the Goals tab. From there, select 'New Goal.'

All users see the option to 'Choose a Goal Template' when creating a new goal. While Mentees cannot create Goal Templates, they can still utilize the templates made available to them when creating new goals for themselves. 

When using a Goal Template, unless the goal is for yourself, you will need to select the user or group you are assigning the template to and add a new due date. You have the option to add or edit Action Steps, create a new goal title, and add or edit any Competency Tags in the goal.

Admins and Coaches can view all of the Goal Templates in the system by navigating to Coaching Corner > Goals > Goal Templates.

If you would like to know more about creating Goal Templates, please click here.